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NAINX vs RLBBX
NAINX vs RLBBX Comparison
Open Charts NAINX vs RLBBX
Virtus Tactical Allocation A
Price$10.65
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets640.87M
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
NAINX vs RLBBX Comparison Chart
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NAINX vs. RLBBX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAINX is a Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. NAINX (641M). RLBBX pays higher dividends than NAINX: RLBBX (1.58) vs NAINX (1.19). NAINX was incepted earlier than RLBBX: NAINX (84 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. NAINX (23.00). RLBBX has a lower initial minimum investment than NAINX: RLBBX (250) vs NAINX (2500). RLBBX annual gain was more profitable for investors over the last year : 11.43 vs. NAINX (3.82). RLBBX return over 5 years is better than : 25.81 vs. NAINX (6.06).
| NAINX | RLBBX | NAINX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 84 years | 23 years | - |
| Gain YTD | 0.758 | 1.909 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 641M | 240B | 0% |
| Annual Yield % from dividends | 1.19 | 1.58 | 75% |
| Returns for 1 year | 3.82 | 11.43 | 33% |
| Returns for 3 years | -8.63 | 10.54 | -82% |
| Returns for 5 years | 6.06 | 25.81 | 23% |
| Returns for 10 years | 25.07 | 49.88 | 50% |